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Jennifer C. Price’s Franklin Resources BEN Stock Holding History

Jennifer C. Price’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-217,530
Closed -$4.68M – 83
2022
Q3 		$4.68M Sell
217,530
-220,000
-50% -$5.65M 0.97% 36
2022
Q2 		$10.2M Buy
+437,530
New +$11.2M 1.74% 16

Other funds holding BEN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennifer C. Price's BEN Position: Q4 2022 in Review

Jennifer C. Price sold out of Franklin Resources (BEN) in Q4 2022, closing a stake of 217,530 shares — an estimated $4.68M sold.

Jennifer C. Price first reported a position in BEN in Q2 2022 and held it in 2 quarters. The position peaked at $10.2M in Q2 2022. 553 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

  • Jennifer C. Price reported no remaining Franklin Resources position as of Q4 2022 after selling out during the quarter.
  • Jennifer C. Price sold 217,530 Franklin Resources shares in Q4 2022, an estimated $4.68M.
  • Jennifer C. Price first reported a position in Franklin Resources in Q2 2022 and held it in 2 quarters.
  • Jennifer C. Price's Franklin Resources position peaked at $10.2M in Q2 2022.
  • 553 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2022.

Based on Jennifer C. Price's 13F filing for Q4 2022, filed 14 Feb 2023.